Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,753 | $125,758+43.7% | $169,993+6.3% | $75,163+140.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 10.19% | 27.20%-17.0pp | 53.37%-43.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $6,694 | $4,615+45.1% | $6,785-1.3% | $2,670+150.7% |
| Participant deferral / active EE | $7,738 | $6,837+13.2% | $10,408-25.7% | $4,125+87.6% |
| Admin fee / account holder | $10,346 | $8,173+26.6% | $12,815-19.3% | $5,651+83.1% |